401(k) · DOL Form 5500 · 2022

Stewart Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
132
Participants Small participant base
76th
Percentile by assets National rank
$136,405
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stewart Bros., Inc. 401(k) Profit Sharing Plan · Sponsored by Stewart Bros., Inc. · Georgia · Construction

$18M in assets, 132 participants

Stewart Bros., Inc.'s Stewart Bros., Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,471 in Construction (9,927 peers)

Coverage in Georgia

Stewart Bros., Inc. 401(k) Profit Sharing Plan covers 132 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#7,471
in Construction (9,927 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stewart Bros., Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Stewart Bros., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,005,507 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Stewart Bros., Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Bros., Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

Form 5500 schedule snapshot

Filing strip 580623571 · Stewart Bros., Inc. PY 2022 · 401(k)

Stewart Bros., Inc. 401(k) Profit Sharing Plan · $18M · 132 · 76th

  • PHOTO $18M
  • PHOTO 132
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Harmac Medical Products, Inc. Retirement Savings Plan
  • PHOTO ind #7471

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Georgia →

Stewart Bros., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Stewart Bros., Inc. 401(k) Profit Sharing PlanStewart Bros., Inc. 401(k) P…$18MHarmac Medical Products, Inc. Retirement Savings PlanHarmac Medical Products, Inc…$18MStead Automotive Group #1 401(k) PlanStead Automotive Group #1 40…$18MJc Hospitality 401(k) Savings PlanJc Hospitality 401(k) Saving…$18MCpanel, LLC 401(k) Plan$18M
End-of-year total assets ($M) among Stewart Bros., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN580623571
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Bros., Inc.)

Sponsor-wide plan assets over time

All Stewart Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 39.83983900036805% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $25.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 132 $18M
2023 1 135 $22M
2024 1 148 $25M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stewart Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Stewart Bros., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018005507 · Participants: 132Stewart Bros., Inc. 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Stewart Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Stewart Bros., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stewart Bros., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Harmac Medical Products, Inc. Retirement Savings Plan in NY ($18M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stewart Bros., Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Stewart Bros., Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.3% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Stewart Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Bros., Inc.'s sponsor-wide assets grew 39.8%, from $18M to $25M.
Where does Stewart Bros., Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stewart Bros., Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stewart Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harmac Medical Products, Inc. Retirement Savings Plan in NY ($18M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580623571.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.